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Client Services jobs in Melbourne, VIC

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CLIENT SERVICES ADMINISTRATOR - FINANCIAL PLANNING

Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...

CompanyRecruitly
AddressSouth Yarra, VIC
CategoryAccounting & Finance
SalaryCirca $75k to $90k
Job typeFull time
Date Posted 2 months ago See detail

Client Services Administrator - Financial Planning

Recruitly

South Yarra, VIC

Circa $75k to $90k

Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...

2 months ago seen See more...

Client Services Officer

Engage Personnel

Parkville, VIC

$65,000 - $70,000 a year

Liaising with clients over the phone. Processing ATO correspondence. Client database management. Collating and scanning documents. Assisting with tax registrations. Business name registrations and renewals. Assisting the accountan...

2 months ago seen See more...

Experienced Client Services Role

Proinvest

South Yarra, VIC

$66,600 - $85,000 a year

Maintenance and updating of regulatory documents including, Fee Disclosure Statements, Renewal Notices and Fee Consents (Maintain accurate data and records). Appointment setting for advisers client reviews. Preparation of Client...

2 months ago seen See more...

Client Services Administrator (Accounting)

Private Advertiser

South Yarra, VIC

Young management team with open door policy for collaboration. Supportive team culture. Enjoy using all the latest technology and software available to the accounting industry. Additional paid annual Wellness day for mental and ph...

2 months ago seen See more...

Client Service Executive

News Corporation Australia

Southbank, VIC

Work with the sales team to build client centric, data lead, effective digital marketing strategies. Use data sets and internal/external tools to create insights that drive strategy and execution. Develop presentations and proposa...

2 months ago seen See more...

Private Clients/Business Services Manager

Lawson Delaney

Richmond, VIC

Outcomes focused:Everyone can choose their own working hours each day. Never miss an appointment with the plumber again! It is entirely outcomes focused. Working from home:They have more people than seats in the office so flexibi...

2 weeks ago seen See more...

Service Development Coordinator (Client Voice Project)

Wintringham

North Melbourne, VIC

Permanent

We offer generous motor vehicle allowance. Access to Salary packaging benefits. Fixed Term role from 1st July 2024 to 30th September 2024. Open to Part Time- or Full-Time applicants, covering a minimum of 3 days/week. Join a rapid...

2 weeks ago seen See more...

Client Services Officer

Hoban Recruitment

Port Melbourne, VIC

Contract

Our work is vital to the Australian economy, providing world-class measurement products, advice, and regulatory oversight. As a Client Services Officer, you will be responsible for delivering exceptional client service, managing i...

2 months ago seen See more...

Client Services Manager

Lawson Delaney

Windsor, VIC

Work in a growing Industry & have a Career for life! WFH (2 days per week post probation). Friendly open door policy. Work with a portfolio of clients helping with on-boarding. Answering the phone and taking deliveries. Assist...

2 months ago seen See more...

Private Clients/Business Services Manager

Lawson Delaney

Melbourne, VIC

Outcomes focused:Everyone can choose their own working hours each day. Never miss an appointment with the plumber again! It is entirely outcomes focused. Working from home:They have more people than seats in the office so flexibi...

4 weeks ago seen See more...

Client Executive, Healthcare, Aged Care & Community Services

Aon Corporation

Melbourne, VIC

Join a leading, global organization with long-term career opportunities. Gain experience working with experienced brokers on Australian accounts with a global reach. Full time permanent opportunity based in Melbourne. Management o...

a month ago seen See more...

Client Services Administrator

Matthews Steer Accountants & Advisors

Essendon, VIC

Are you a confident individual with a curious mind, and have problem solving skills? Are you best friends with technology and can use it to your best advantage? Do you have strong project management skills? Do you have a keen...

a month ago seen See more...

Client Services Manager

Maddern Financial Advisers

Malvern, VIC

Job Security- This is a long term career opportunity with ongoing professional development and training Vibrant Team Culture- We are a unique and energetic team that values collaboration and hard work! Fantastic Location- Centra...

2 months ago seen See more...

Client Services Manager

Maddern Financial Advisers P/L

Malvern, VIC

Job Security- This is a long term career opportunity with ongoing professional development and training. Vibrant Team Culture- We are a unique and energetic team that values collaboration and hard work! Fantastic Location- Centr...

2 months ago seen See more...

Client Service Representative

H&R Block

Moonee Ponds, VIC

Answer a high volume of inbound customer calls. Makingoutbound 'warm reminder' calls to our existing clients. Setting appointments. Provide a positive customer experience. Provide prompt, reliable and accurate information to clie...

2 months ago seen See more...

Client Services Manager

Real Estate Career Developers

Armadale, VIC

$88,000 - $88,000 a year

Salary Package up to $88,000. Fun team engagement activities. Support for emotional well-being. Career advancement opportunities. Birthday leave....

2 months ago seen See more...

Client Service Officer

Demant

Elsternwick, VIC

Permanent

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage renew...

2 months ago seen See more...

Client Service Officer

Audika

Elsternwick, VIC

#LI-TF1#LI-ON#audika_AustraliaIn Australia, Audika has over 350 clinics who provide hearing services to our valued clients. We strive to put hearing care on the health care agenda and to improve the quality of life of people livin...

2 months ago seen See more...

Executive Assistant / Client Service Coordinator

Nexia Australia

Caulfield, VIC

Support our Business Advisory Partners in an EA capacity;. Support financial metrics e.g. PIQ Reports, invoicing. Create and maintain client files;. Communicating directly with clients to address queries;. Diary and email manageme...

2 months ago seen See more...

Client Manager (Service & Warranty)

8Homes

Footscray, VIC

Deliver exceptional customer service and accurate updates to clients regarding Service & Warranty. Maintain and update databases with detailed client, trade, and supplier information. Prioritise and handle requests promptly, escal...

4 weeks ago seen See more...

Client Services Officer

Klc Recruitment

Balwyn, VIC

Balwyn East Location | Stroll to local shops and cafes | Free parking. $55,000 to $60,000 + super| Fun Fridays in the Office!. Full Time | Great Opportunity |Progress your finance career. Customer Service: answer calls, tender t...

a month ago seen See more...

What should I search to find Client Services jobs in Melbourne, VIC?

People who searched for Client Services jobs in Melbourne, VIC also searched for Senior Client Accountant, Service Manager, Service Delivery Manager, Customer Service Specialist, Client Services Manager, Managed Services, Senior Service Designer, Customer Service Clerk, Senior Customer Service, Client Account Manager, Manager Service Delivery, Service Management Consultant, Food Services Manager, Client Operations Manager, Customer Service Trainer, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in Melbourne, VIC

Finance Business Partner, Senior Client Accountant, Customer Service Specialist, Business Process Manager, Senior Tax Manager, Commercial Finance Analyst, Senior Finance Analyst, Senior Compliance Officer, Senior Project Accountant, Head Of Technology, Service Portfolio Manager, Back Office Manager, Project Manager Banking, Client Operations Manager, Customer Service Trainer,

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